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Transcript: Matt Levine

Barry Ritholtz

Nobody in the world writes about markets, finance derivatives, hedge funds, you name it, the way Matt does. It was derivatives math, it was like working with the traders on like risk management. And you know, in general when you have jobs like these, it’s very hard to find a new job because you’re working all the time.

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Connecting With Ultra-HNW Heirs By Fostering Family Trust

CFO News Room

Michael Kitces is Head of Planning Strategy at Buckingham Wealth Partners , a turnkey wealth management services provider supporting thousands of independent financial advisors. Silence, not talking to the next generation about the wealth, is probably the biggest indicator of risk. It puts the entire portfolio at risk.

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Weekend Reading For Financial Planners (Nov 5-6) 2022

CFO News Room

A recent study shows that while many consumers have expressed an interest in ESG investing, such funds within retirement plans have received limited allocations from investors. While private valuations have soared in recent years, public markets continue to be less kind to RIAs. Mark Schoeff | InvestmentNews).